Emilie’s primary responsibility is to assist the financial planners in drafting personalized financial plans for clients. She keeps a strong focus on each client’s goals and objectives to produce comprehensive design alternatives to guide their overall financial trajectory. Entering the financial planning profession in 2008, she has set high expectations for providing clients with the information and visuals needed to help them make well-informed decisions that seek to have a positive impact on achieving their goals.
Prior to joining the team, Emilie supervised a team of associate advisors and worked as a direct client relationship lead and holistic planner. This position allowed her to become versed in many facets of client service and has kept her striving to provide an exceptional experience for both clients and colleagues. Emilie has an extensive background in working with multiple financial planning platforms and software programs which have provided her with a deep understanding of how to best illustrate clients’ retirement, investment, estate, and other specific lifetime financial goals.
Emilie attended AIB College focusing her studies in Business Administration and Financial Planning. She will be working towards various designations in the near future to help expand in her key knowledge areas to better serve our clients.
In her free time, she is focused on keeping up with her four young kids: Kyson, Landry, Tealynn, and Everett. She and her husband, Kyler, reside in Polk City, Iowa - Go Hawkeyes! Emilie enjoys taking family road trips and spending as much time outdoors as Iowa weather permits. As a family, they have a goal to visit all 50 states together. She is active in her community and serves as a board member for her church’s preschool and as a voluntary Sunday school teacher.
CRN-4638860-032422